RIA Intel›Advisers›New York›LL FINANCIAL SERVICES, LLC

LL FINANCIAL SERVICES, LLC

Advisory

NY

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in NY

#4,648

of 5,722 advisers by AUM

Average account

$344K

across 104 accounts

AUM per adviser

$36M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$36M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$36M

Discretionary AUM$36M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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